About the Opportunity
We are expanding our remote financial services team and are currently looking for individuals in the Orlando area who are interested in building a flexible, long-term career in financial consulting.
This is an entry-level opportunity with structured training, mentorship, and a clear path for advancement. No prior experience is required — we provide the support needed to help you get started and grow.
This role is a strong fit for individuals who are:
- Exploring a career change or additional income stream
- Looking for flexibility around an existing job or family schedule
- Interested in building long-term income and professional skills
What You’ll Be Responsible For
- Meeting with individuals and families (virtually) to understand their financial goals and current situation
- Helping clients protect income, reduce financial risk, and plan for long-term goals like retirement
- Educating clients on financial concepts in a clear, simple, and relatable way
- Recommending appropriate strategies based on each client’s needs
- Building relationships through consistent communication and follow-up
This Role May Be a Strong Fit If You:
- Are comfortable communicating by phone and video
- Are professional, dependable, and organized
- Want skill development and upward mobility
- Prefer a relationship-based, consultative role
- Are looking for long-term growth, not short-term work
Training & Advancement
- Guided on-boarding process
- Weekly educational workshops
- Ongoing mentorship from experienced partners
- Clear, performance-based advancement path
Compensation & Work Structure
- Performance-based compensation
- Remote, flexible schedule (PT or FT)
- Independent role (not hourly or salaried)
Next Steps
Qualified applicants will be invited to a brief introductory call (10–15 minutes) to:
- Learn more about the role
- Review the training and support model
- Ask questions and determine fit
We are currently scheduling interviews for upcoming on-boarding spots. Applicants who are actively exploring new opportunities are encouraged to apply and complete the next step promptly.